State Street Fixed Income Sector Rotation ETF
FISR
16 hedge funds and large institutions have $29.7M invested in State Street Fixed Income Sector Rotation ETF in 2020 Q2 according to their latest regulatory filings, with 5 funds opening new positions, 8 increasing their positions, 2 reducing their positions, and 3 closing their positions.
300% more repeat investments, than reductions
Existing positions increased: 8 | Existing positions reduced: 2
67% more first-time investments, than exits
New positions opened: 5 | Existing positions closed: 3
30% more capital invested
Capital invested by funds: $22.9M → $29.7M (+$6.82M)
14% more funds holding
Funds holding: 14 → 16 (+2)
1.85% less ownership
Funds ownership: 64.94% → 63.08% (-1.9%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Envestnet Asset Management
Chicago,
Illinois
|
+$1.96M |
| 2 |
LPL Financial
San Diego,
California
|
+$1.28M |
| 3 |
SS
Simplicity Solutions
Minneapolis,
Minnesota
|
+$1.02M |
| 4 |
PAG
Private Advisor Group
Morristown,
New Jersey
|
+$449K |
| 5 |
CW
CreativeOne Wealth
Overland Park,
Kansas
|
+$272K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
AFP
Ausdal Financial Partners
Davenport,
Iowa
|
-$210K |
| 2 |
AWM
AE Wealth Management
Topeka,
Kansas
|
-$31.2K |
| 3 |
PFGIA
Patriot Financial Group Insurance Agency
Westborough,
Massachusetts
|
-$22.4K |
| 4 |
IA
IFP Advisors
Tampa,
Florida
|
-$15.4K |
| 5 |
SFS
Sowell Financial Services
North Little Rock,
Arkansas
|
-$8K |
FISR Hedge Fund Activity: Q2 2020 in Review
16 of the 4,877 institutional investors tracked by Wall St. Rank reported a position in State Street Fixed Income Sector Rotation ETF (FISR) for Q2 2020, worth a combined $29.7M — up 30% from $22.9M a quarter earlier.
Buyers outnumbered sellers: 5 funds opened new FISR positions and 3 closed out — a net gain of 2 holders — while 8 added to existing stakes and 2 trimmed.
The largest buyer was Envestnet Asset Management, adding an estimated $1.96M. The largest seller was Ausdal Financial Partners, exiting entirely with an estimated $210K sold.
- 16 institutional investors held State Street Fixed Income Sector Rotation ETF (FISR) as of Q2 2020, up from 14 in Q1 2020.
- Funds reported $29.7M of State Street Fixed Income Sector Rotation ETF stock for Q2 2020, up 30% quarter-over-quarter.
- 5 funds opened new State Street Fixed Income Sector Rotation ETF positions in Q2 2020 and 3 closed out, a net change of +2 holders.
- The largest State Street Fixed Income Sector Rotation ETF buyer in Q2 2020 was Envestnet Asset Management, an estimated $1.96M added.
- The largest State Street Fixed Income Sector Rotation ETF seller in Q2 2020 was Ausdal Financial Partners, an estimated $210K sold.
Based on aggregated 13F filings for Q2 2020.